Christopher Casagrande signed SDII Global, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SDII Global, LLC's EIN is 59-2954768.
Download the official 2024 Form 5500 (PDF) for SDII Global, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SDII Global, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $16K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY N.A. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Funds 500 Index Fund - Admiral | Common Collective Trusts | — | — | $1.7M | 35.4% | |
| Vanguard Funds Total Intl Stock Index Admiral | Mutual Funds | — | — | $779K | 15.8% | |
| Vanguard Funds Total Bond Market Index Admiral | Mutual Funds | — | — | $384K | 7.8% | |
| Vanguard Funds Small Cap Index Fund - Admiral | Common Collective Trusts | — | — | $356K | 7.2% | |
| Vanguard Funds Vanguard Windsor Adm | Mutual Funds | — | — | $226K | 4.6% | |
| American Funds Europacific Gr R6 | Mutual Funds | — | — | $204K | 4.2% | |
| Vanguard Funds Inter-Term Treasury Ind Admiral | Mutual Funds | — | — | $181K | 3.7% | |
| Principal Smallcap Growth I R6 | Other securities | — | — | $173K | 3.5% | |
| Vanguard Funds Mid Cap Index Adm | Mutual Funds | — | — | $148K | 3.0% | |
| Vanguard Funds Target Retirement 2050 Inv | Mutual Funds | — | — | $102K | 2.1% | |
| T. Rowe Price Mid Cap Value I | Other securities | — | — | $101K | 2.1% | |
| T. Rowe Price Large Cap Growth I | Other securities | — | — | $99K | 2.0% | |
| Carillon Eagle Mid Cap Growth R6 | Other securities | — | — | $88K | 1.8% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $78K | 1.6% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $71K | 1.4% | |
| American Beacon Small Cap Value R6 | Other securities | — | — | $70K | 1.4% | |
| Vanguard Funds Target Retirement 2070 Inv | Mutual Funds | — | — | $31K | 0.6% | |
| Vanguard Funds Target Retirement 2045 Inv | Mutual Funds | — | — | $23K | 0.5% | |
| Vanguard Funds Target Retirement 2020 Inv ** 44 Vanguard Funds Target Retirement 2025 Inv | Mutual Funds | — | — | $14K | 0.3% | |
| Vanguard Funds Target Retirement Income Inv | Mutual Funds | — | — | $10K | 0.2% | |
| Vanguard Funds Target Retirement 2030 Inv | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Funds Target Retirement 2035 Inv ** 279 Vanguard Funds Target Retirement 2040 Inv | Mutual Funds | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| COLUMBUS, GA |
| OTHER |
| $15K |
| — |
